The Motley Fool

OCTOBER 10, 2024

Venerable tech conglomerate International Business Machines (NYSE: IBM) is experiencing a banner year. For instance, analyst Amit Daryanani, of investment banking firm Evercore ISI, raised his price target for IBM from $215 to $240 in September. Big Blue's share price rose to new heights thanks to a confluence of factors.

Consultants 130

Consultants Consulting Conglomerates Liabilities 130

The Motley Fool

OCTOBER 30, 2024

In its most recent long-term outlook, the investment bank said the performance of the S&P 500 (SNPINDEX: ^GSPC) during the next 10 years should seriously pale in comparison to the past 10. In an equal-weight fund, all the positions are rebalanced back to equal sizes several times a year.

Exchange-Traded Funds 130

Exchange-Traded Funds Conglomerates Banks Stakes 130

The Motley Fool

SEPTEMBER 15, 2024

Berkshire would inject $5 billion of capital into Bank of America in return for $5 billion of preferred stock paying a 5% dividend. Berkshire also received warrants, allowing the conglomerate to purchase 700 million shares at a strike price of $7.14 per share any time over the next decade. Buffett has been selling the stock as of late.

Banks 130

Banks Stakes Conglomerates Asset Management 130

The Motley Fool

OCTOBER 21, 2024

Then, Motley Fool analyst Buck Hartzell joins host Alison Southwick and Motley Fool personal finance expert Robert Brokamp to kick off a series on Berkshire Hathaway , and how the conglomerate's collection of businesses work together. To get started investing, check out our beginner's guide to investing in stocks.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

Pension Pulse

JULY 10, 2023

Crane was most recently a senior managing director, responsible for overseeing and managing infrastructure and natural resources investments for the pension fund in the Asia-Pacific region. According to the pension fund, it currently has more than 85 employees in the region. billion) fund said in a statement on Tuesday.

Pension Funds 40

Pension Funds Conglomerates Assets Investment Banking 40

The Big Picture

JUNE 11, 2024

We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof. Well, we were there in the beginning on the private side, where has it gone from hedge funds to private investments.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

JANUARY 30, 2024

Are these all run independently or are they run as part of a big conglomerate or a little bit of each? What sort of advice would you give to a recent college grad interested in a career in either media or investing? 00:05:59 [Speaker Changed] So over my two plus decades at the company, the answer is yes and yes, right?

Startups 59

Startups Public Companies Assets Companies 59

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. Look, our parents all had pension funds.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 18, 2023

When I started at Blackstone, I think we’ve just started investing our third private equity fund. We had our second real estate fund, which was I think about $1.2 BARATTA: So I think we just raised a small credit fund, which is $900 million, and then we had an M&A advisory business. billion or $1.3

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Motley Fool

NOVEMBER 13, 2024

His conglomerate also wholly owns an array of businesses, and has a $325 billion cash stockpile ready to be put to work when he and his lieutenants see worthwhile investing opportunities. Since Buffett took the helm in 1965, his investment decisions have propelled Berkshire Hathaway's stock to a compound annual return of 19.8%

Funds 246

Funds Conglomerates Stakes Capital 246

The Motley Fool

JANUARY 3, 2025

This uptick in demand for debt-based funding along with lending's improved profit margins obviously bodes well for all major banking names. trillion in assets stemming from a combination of basic consumer banking, wealth management, investment banking, credit card services, and more.

Conglomerates 245

Conglomerates Banks Stakes Investment Banking 245

The Motley Fool

DECEMBER 21, 2024

13, Wood doubled down on her Archer bet -- scooping up a whopping 5 million shares spread across her ARK Innovation , ARK Autonomous Technology & Robotics , and ARK Space Exploration & Innovation exchange-traded funds (ETFs). 19: Boutique investment bank Needham initiated coverage of Archer stock on Nov.

Boutique Investment Banks 246

Boutique Investment Banks Exchange-Traded Funds Conglomerates Investment Banking 246

Pension Pulse

NOVEMBER 22, 2024

officials allege: Senior executives at Quebec’s provincial pension fund manager tried to win contracts by paying Indian officials hundreds of millions of dollars in bribes and interfered with corruption investigations in the United States, American prosecutors allege. In 2019, his company, Adani Green Energy Ltd.,

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

APRIL 11, 2023

They were saying when you invest in small-cap stocks, it looked like you’re making money, but there are underlying risks, liquidity risks, information risks. DAMODARAN: But an ETF gets funded the next year on small-cap stocks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. That was it.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

JANUARY 22, 2025

Dylan Lewis: Bill, do you see an X-TikTok conglomerate like that? We have earnings out from JPMorgan, Morgan Stanley, Wells, Citi, Bank of America. If it's a bank, it probably reported in the past week. Commercial investment banking, pretty much everybody. Again, investment banking fees were big there, up 24%.

Banks 130

Banks Mutual Funds Stock Market Stock Market 130

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Big Picture

JANUARY 23, 2024

From the very first day that I joined, I turned down an offer from Hillary Clinton at the time, which, you know, my father’s a risk averse immigrant, so his two pieces of advice for to me were to work at Lehman Brothers for investment banking, good call, and to work for Hillary Clinton, not Barack Obama. And so we did that.

Startups 52

Startups Conglomerates Venture Capital Capital 52